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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MN | RA | APPROVED | 2018-08-15 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 08/2016 | 08/2018 |
| Cri Securities, Llc | St. Paul | MN | 08/2016 | 08/2018 |
| Minnesota Life Insurance Co. | St. Paul | MN | 08/2016 | 08/2018 |
| Integrated Equity Management, Inc. | Bloomington | MN | 08/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
1. Fixed insurance sales, as an Agent, under the name Integrated Equity Management, Inc.; As of 08/01/2018; Approximately 22% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Mine/Mineral rights leased to a third party company; As of 07/12/2018; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. Co-owner, Integrated Equity Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/24/2024; 5% time spent during business hours; Conducted at branch; Investment related. 4. Board Member, Minnesota Secure Choice Retirement Program; Located at 658 Cedar St., St. Paul, MN 55155, as of 03/01/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-06 |
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